Create adjustment transactions (class form) [AX 2012]
Updated: November 23, 2010
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Maintain tab, in the Process group, click New adjustment, and then click Select.
–or–
Click Project management and accounting > Periodic > Transactions > Adjust transactions. Click Select.
Use this form to select transactions that you want to adjust. You can further filter the records by defining a time interval.
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When you open this form from a particular project, the project is automatically inserted as selection criteria. |
The following tables provide descriptions for the controls in this form.
Field group | Description | ||
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Include transaction types | Select the check boxes for the transaction types that you want to adjust transactions for, such as Hour or Expense. | ||
From date and To date | Select project dates to define the period within which transactions must fall to be selected for adjustment. | ||
Adjustment date | Enter the date on which that the adjusted transactions will be recorded. | ||
Project type | Select the check boxes for the project types that you want to adjust transactions for, such as Time and material or Fixed-price. | ||
Transaction status | Select the check box for each transaction status that you want to adjust transactions for, such as Posted or Invoiced.
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Line property | Select the check box for each type of line property that you want transactions to be adjusted for. This option applies to time and material projects only. |
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